Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES USD GRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.12% |
$45.8 - $47.6
|
810
$38.5K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 44.83% |
$1.19K - $1.24K
|
32
$1.52K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-76- 0.57% |
$3.48K - $3.62K
|
13.4K
$634K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-76- 0.57% |
$3.48K - $3.62K
|
13.4K
$634K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-137- 3.03% |
$6.28K - $6.52K
|
4.38K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-153- 2.88% |
$7.01K - $7.29K
|
5.15K
$245K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-157- 1.21% |
$7.2K - $7.48K
|
12.8K
$609K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-206- 3.28% |
$9.44K - $9.81K
|
6.07K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-506- 3.11% |
$23.2K - $24.1K
|
15.7K
$748K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-514- 8.39% |
$23.6K - $24.5K
|
5.61K
$266K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-561- 2.19% |
$25.7K - $26.7K
|
25K
$1.19M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-707- 6.47% |
$32.4K - $33.7K
|
10.2K
$485K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13K- 72.25% |
$51.8K - $53.8K
|
434
$20.6K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.18K- 35.75% |
$54K - $56.1K
|
2.12K
$101K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.59K- 6.33% |
$119K - $123K
|
38.3K
$1.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.72K- 20.74% |
$124K - $129K
|
10.4K
$493K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.77K- 28.1% |
$127K - $132K
|
7.08K
$336K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.21K- 24.71% |
$193K - $201K
|
12.8K
$609K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.7K- 8.83% |
$353K - $367K
|
79.5K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.36K- 12.86% |
$383K - $398K
|
56.6K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.99K- 43.36% |
$412K - $428K
|
11.7K
$557K
|